by oedayton | Jun 10, 2024 | Uncategorized
Want to know how to make an estate planner cringe? Tell them, “I don’t need to fund my trust, I have a pour over will.” If you have a revocable living trust as part of your estate plan, you probably also have a pour over will. We explain to our...
by oedayton | Jan 29, 2024 | Uncategorized
One of the most important steps after creating a trust as part of your estate plan is making sure all of your assets are properly coordinated with that trust—including your bank accounts! Unfortunately, this is one of the most frequently overlooked steps, too. ...
by oedayton | Jan 4, 2024 | Uncategorized
Congress loves to spice things up by giving us new laws–bonus points if it includes new reporting requirements! The new Corporate Transparency Act (“CTA”) took effect on 1/1/2024, is going to make the coming year quite spicy for business owners! The CTA imposes...
by oedayton | Sep 26, 2023 | Uncategorized
“Ohio Medicaid collects millions from families after death.” The Dayton Daily News recently ran several articles about their investigation of Ohio’s Medicaid Estate Recovery (MER) system featuring headlines such as this one. These articles reported that Ohio Medicaid...
by oedayton | May 23, 2023 | Uncategorized
According to the Ohio Department of Commerce, Ohioans have claimed more than $14 million in unclaimed funds already during the 2023 calendar year. Have you checked to see if you could be part of that statistic? What about your deceased loved ones? Unclaimed funds are...
